Sharing Work on a Ticket¶
Some tickets require attention from more than one agent (or even more than one department!). In these cases, there are three ways to assign the work to the right people:
If a ticket is really about two different problems, you can split it in two, then assign each ticket to its respective “group” (department).
If you’ve done all you can on a ticket and it’s now another agent’s (or department’s) responsibility, reassign it to a new owner (or group).
If you just need another agent’s input on something, you can @mention them. (And if you want to get notifications for someone else’s ticket, use the subscribe button.)
Suppose a call comes into the sales department. A sales rep takes the call, creates a ticket, and looks up some prices for the customer. After recording his notes, the rep then decides that this ticket needs to be passed onto customer service.
Our sales rep can simply un-assign himself as the owner of the ticket and re-assign the ticket to the Customer Service group. All customer service agents will be notified of the incoming ticket, and the first available agent can assign herself to pick up where the sales rep left off.
Be sure to leave notes with as much information as possible for the next agent!
@mentions & the Subscribe Button¶
Now suppose you’ve reassigned the ticket to customer service. You won’t receive notifications for this ticket anymore, but maybe this is a really important contract, and you want to make sure they have an A+ experience from start to finish.
To enable notifications for a ticket that doesn’t belong to you, simply click the Subscribe button at the bottom of the ticket pane:
Or, suppose you don’t want to reassign the ticket to customer service—you just have one quick question for them, and then you can take it from there.
To start sending someone else notifications for your own ticket,
@@ in the message composer and select their name from the pop-up menu:
⚙️ Notification settings
Check your Profile & Settings to customize how you receive notifications.
Can’t see a ticket, in which a colleague @mentioned you?
Is the ticket assigned to a group that you don’t belong to? @mentions and subscriptions only work for tickets that you already have access to.
Quickly assign in ticket listings¶
Within overviews and detailed searches you can run bulk operations on tickets. This means you can adjust the following ticket information:
state (with pending time if applicable)
After pressing “Confirm”, Zammad also allows you to provide an internal or public note of why you adjusted the settings.
Zammad will not ask for time accounting values in bulk actions.
- Bulk action via drop-downs:
- Bulk action via drag and drop:
🤓 You can change owners and groups even faster 🚀
Instead of using the drop-downs on the bottom of Zammad, you can also drag tickets. A new modal will appear and allow you to drop your selection on either just a group or agents. This operation allows you to quickly change the group and owner without further hassle!
This functionality is only available in ticket overviews.